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AnalytEx

AnalytEx is Ex-Online’s built-in analytics. It provides dashboards and charts for defects and inspection data.

It visualizes that data so you can see trends, status, and comparisons across sites and projects.

  1. Open a project in the Tag Browser.

  2. Click the AnalytEx icon in the toolbar (top right).

    AnalytEx icon in the Tag Browser toolbar (AnalytEx icon in the toolbar)

  3. The AnalytEx home screen opens.

The AnalytEx home screen provides quick access to several analytics views:

AnalytEx home screen with dashboard choices (AnalytEx home screen)

DashboardDescription
Open DefectsSummary of existing open defects across projects
Defects ClosureHistory of defects closed by project and year
Inspections StatusOverview of inspection timing and status by project
Inspections CompletedHistory of inspection uploads to Ex-Online
Inspections ForecastStacked area view of inspection due dates over time

From the home screen, click a dashboard to open it in the embedded analytics view. Click the Home button (top right) to return to the AnalytEx home screen.

Each dashboard lets you filter what you see, interact with charts, and use a toolbar at the bottom for actions such as undo and export. The subsections below explain each part.

Use the filter row at the top of each dashboard to narrow what you see.

Filters usually include Account, Project, Job Number, Site, and Area.

Open Defects — filter area (annotated) (Open Defects filter row)

Use the drop-downs to change filters; the charts update automatically. It is often easiest to start broad, then narrow after you have scanned the full view.

Filter settings are remembered per dashboard—when you switch to another dashboard and come back, each one still has the filters you last set there.

Charts respond to the pointer and clicks. Aim at the marks on the chart (bar segments, points, and so on)—not only the title or axis labels.

  • Hover over a mark to see counts, details, and shortcuts such as Keep only and Exclude.

Open Defects — hover on a bar segment; tooltip with Keep only, Exclude, and details (Hover tooltip on a bar segment)

  • Click a mark to open the full menu. You can:
    • Navigate to related items in Ex-Online (when the dashboard provides a link)
    • Exclude the selection from the view
    • Keep only the selection (narrows the charts to that data)

Open Defects — click a chart mark, action menu (Click menu with Keep Only, Exclude, and link to Ex-Online)

At the bottom of the view, hover the More Options… bar (outlined in the screenshot). That reveals Undo, Redo, Reset, Download, and any extra actions for this view.

AnalytEx — hover More Options… (annotated) (More Options toolbar with Undo, Redo, Reset, Download)

ControlDescription
UndoUndo the last change to filters or the view
RedoRedo an action you undid
ResetReturn this dashboard to its default state
DownloadSave the current view or data (formats can include image, PDF, PowerPoint, or Excel)